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Schwab US Large- Cap ETF
SCHX

Overview Fund Activity

1,347 hedge funds and large institutions have $25.2B invested in Schwab US Large- Cap ETF in 2024 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 448 increasing their positions, 532 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,347
Holders Change
+105
Holders Change %
+8.45%
% of All Funds
17.93%
Holding in Top 10
203
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+7.41%
% of All Funds
2.7%
New
189
Increased
448
Reduced
532
Closed
61
Calls
$1.65M
Puts
$93K
Net Calls
+$1.56M
Net Calls Change
-$684K

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$3.35B
2
DE
Diversified Enterprises
Delaware
+$69M
3
EF
Empowered Funds
Pennsylvania
+$67.1M
4
WSFS
Wilmington Savings Fund Society
Delaware
+$36.3M
5
ATPW
Ashton Thomas Private Wealth
Arizona
+$33.5M

Top Sellers

1
MGIA
Moneta Group Investment Advisors
Missouri
-$1.17B
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$692M
3
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
-$69.5M
4
CPIG
Chicago Partners Investment Group
Illinois
-$60.9M
5
ECG
Edge Capital Group
Georgia
-$44.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
1226
SJS Investment Consulting
Ohio
$71.8K – – –
SS
1227
Sunbelt Securities
Texas
$71.5K -$34.1K -1,465 -32%
CFS
1228
CGC Financial Services
Oregon
$69.5K – – –
CAWM
1229
Capital A Wealth Management
Pennsylvania
$69.5K +$69.5K +2,997 New
SIS
1230
Strategic Investment Solutions
Illinois
$69K -$1.28K -55 -2%
PWMG
1231
Prestige Wealth Management Group
New Jersey
$68.2K – – –
CCP
1232
Clarkston Capital Partners
Michigan
$64.6K +$5.49K +237 +9%
CJ
1233
Caitlin John
Michigan
$63.5K -$127K -5,478 -67%
FFO
1234
Fortitude Family Office
Arizona
$63.3K – – –
ACA
1235
American Capital Advisory
Idaho
$63.1K +$185 +8 +0.3%
AW
1236
Avion Wealth
Texas
$63K +$23 +1 +0%
CNBTD
1237
Citizens National Bank Trust Department
Mississippi
$62.3K – – –
SO
1238
Sierra Ocean
California
$61K +$61K +2,633 New
HPC
1239
HM Payson & Co
Maine
$60.9K – – –
TFM
1240
TFC Financial Management
Massachusetts
$57.5K +$116 +5 +0.2%
CA
1241
Centerpoint Advisors
Massachusetts
$57K – – –
ME
1242
McIlrath & Eck
Washington
$56.7K – – –
DCM
1243
Davis Capital Management
Florida
$56.6K -$6.12K -264 -10%
FGC
1244
Financial Gravity Companies
Texas
$56.6K – – –
BL
1245
Balentine LLC
Georgia
$54.5K – – –
GKIM
1246
GW&K Investment Management
Massachusetts
$50K – – –
FP
1247
Financial Perspectives
Minnesota
$49.2K -$23 -1 -0%
TCM
1248
TruNorth Capital Management
Michigan
$49K – – –
AWM
1249
Accredited Wealth Management
Kentucky
$47.1K +$47.1K +2,031 New
TFGT
1250
TS Financial Group (TSFG)
Illinois
$47K – – –
48 49
50
51 52